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FBAFX vs OAZBX
FBAFX vs OAZBX Comparison
Open Charts FBAFX vs OAZBX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income R6
Price$36.12
Change-$0.14 (-0.39%)
VolumeN/A
CapitalizationN/A
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FBAFX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. OAZBX (6.53B). OAZBX pays higher dividends than FBAFX: OAZBX (3.05) vs FBAFX (2.47). FBAFX was incepted earlier than OAZBX: FBAFX (4 years) vs OAZBX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. OAZBX (45.00). FBAFX has a lower initial minimum investment than OAZBX: FBAFX (250) vs OAZBX (1000000). FBAFX annual gain was more profitable for investors over the last year : 21.28 vs. OAZBX (15.99).
| FBAFX | OAZBX | FBAFX / OAZBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 12.953 | 7.845 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.53B | 3,612% |
| Annual Yield % from dividends | 2.47 | 3.05 | 81% |
| Returns for 1 year | 21.28 | 15.99 | 133% |
| Returns for 3 years | 14.69 | 4.62 | 318% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |